Accurate Wealth Management’s Harbor Human Capital Factor US Large Cap ETF HAPI Stock Holding History

Accurate Wealth Management’s Portfolio HAPI Stock Details HAPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Sell	4,598 -5,190	-53%	-$225K	0.02%	553
2026 Q1	$404K	Sell	9,788 -6,474	-40%	-$266K	0.05%	359
2025 Q4	$680K	Sell	16,262 -1,165	-7%	-$47.4K	0.09%	239
2025 Q3	$699K	Sell	17,427 -525	-3%	-$20.5K	0.09%	233
2025 Q2	$690K	Sell	17,952 -344	-2%	-$12.1K	0.11%	208
2025 Q1	$591K	Buy	+18,296	New	+$658K	0.11%	184

Other funds holding HAPI

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Accurate Wealth Management's HAPI Position: Q2 2026 in Review

Accurate Wealth Management reduced its Harbor Human Capital Factor US Large Cap ETF (HAPI) stake by 53% in Q2 2026, selling an estimated $225K and leaving 4,598 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #553.

Accurate Wealth Management first reported a position in HAPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $699K in Q3 2025. 4 funds tracked by Wall St. Rank hold HAPI as of Q2 2026.

Accurate Wealth Management held 4,598 shares of Harbor Human Capital Factor US Large Cap ETF worth $207K as of Q2 2026.
Accurate Wealth Management sold 5,190 Harbor Human Capital Factor US Large Cap ETF shares in Q2 2026, an estimated $225K.
Harbor Human Capital Factor US Large Cap ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #553 holding.
Accurate Wealth Management first reported a position in Harbor Human Capital Factor US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
Accurate Wealth Management's Harbor Human Capital Factor US Large Cap ETF position peaked at $699K in Q3 2025.
4 funds tracked by Wall St. Rank held Harbor Human Capital Factor US Large Cap ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.